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Omatic Cloud

Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

211 results found

  1. Name fields from Stripe to populated

    Stripe specific parsing reques

    3 votes
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  2. Make unmapped fields used in Record Match Search available in Summary Grid View

    address, email, and phone are all helpful in identifying matches, but unless the fields are mapped, we can't access them in Summary Grid View. Please also allow fields used in Record Match Search to be added to grid view for ease in identifying correct matches

    3 votes
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    started  ·  0 comments  ·  Admin →
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  3. Head of Household - RENXT

    We would like the ability to map to the "Head of Household" field in RENXT

    2 votes
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  4. Print out P2GL formulas

    Currently there is no ability to print out P2GL formula configuration or logic threads. Since formulas cannot currently be copied, they have to be replicated manually and the inability to print formula configuration tremendously hampers that effort. This is even true when working to apply logic from one client's formula to another -- since the logic thread cannot be printed, it's challenging to recreate from memory and/or to toggle back and forth between formulas/monitors, etc.

    2 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  5. Date Cleanup Format in mapping for Unix timestamps

    We have a handful of connectors, example Hubspot, that save dates in a Unix timestamp format. A cleanup for date fields that will automatically changes dates to this Unix timestamp format would be helpful when integrating with these connectors. This will reduce destination exceptions caused by date format issues.

    2 votes
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  6. Update email address type when importing new email

    When importing to existing constituent records and matching on email address, it would be great to be able to import non-matching email addresses to a new email type, such as Email 1, Email 2, etc.

    2 votes
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  7. P2GL Activity History

    It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.

    2 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  8. Post to GL outputs for FE NXT

    The formula template for posting to FE NXT does not furnish any options for the output files that the formula generates (other than the actual batch in FE NXT). Since a Post-to-GL user may not have direct access to the destination FE NXT system, those output files are very valuable for analysis and troubleshooting.

    Currently, they come out as .txt files, which makes analysis challenging even when using an advanced editor. Can the output file that represents the created FE batch be output in .csv format? Or, could the user building the formula be given an option for the format…

    2 votes
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    2 comments  ·  Post to GL  ·  Admin →
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  9. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    We need the ability to pull Refunds from the Transactions Connector on a Scheduled basis. Currently, this would have to be a manual run because when a formula is scheduled it only pulls based on the created date not the Refunded date.

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  10. 1: Many, Freeze Incoming Record

    If the potential matches in a 1:Many triage bucket record is greater than 5 and you scroll down to see if one of the lower potential matches might be it, the Incoming Record row disappears. It's like working in a spreadsheet where the top row isn't frozen to always display. Can we have something like Freeze Panes in the 1:Many triage buckets?

    2 votes
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  11. A better Mailchimp ID?

    In doing some research in Mailchimp I noticed that there are other id fields that are visible in a contact export which is not the case for the Mailchimp ID. The fields are the EUID (unique identifier for a contact at the account level, across all audiences) and the LEID (unique identifier for a contact, specific to an audience). The LEID has the added benefit of being the ID listed in the URL when viewing a contact. When I look at my Omatic data mapping options, the EUID and LEID are not available for selection. Is it possible to get…

    2 votes
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  12. MailChimp Automated Campaign Activity in Omatic Cloud

    One of the benefits of Mailchimp automations is that you can set them up and they run in the background without needing human intervention. There is similar functionality in Omatic Cloud related to stand-alone campaigns but but not for Automated Campaigns. I'd like to have that functionality so that I can see all the Mailchimp email activity to a constituent without needing to trigger or manually manage when the data gets populated in RE/NXT.

    2 votes
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  13. Delete from queue when Ready

    I have a formula to look at Mailchimp activity and add a Mailchimp ID Alias in RE/NXT. In the Triage rules, if there's a 1:1 Match on only this alias it goes into the Ready bucket.

    My current options for the Ready bucket are to hold for review or immediately send the alias into RE. Because it's already there, sending it again doesn't make sense. I'd much rather Delete anything that gets into that Ready bucket because the relevant data is already there. Am I missing something?

    2 votes
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  14. RENXT to HubSpot Export: HubSpot Additional Email Match

    During an export from RENXT to HubSpot it looks like Omatic currently only looks for email matches for the email that is marked as "Primary" in HubSpot. Is it possible to consider the "Additional Emails" in HubSpot, to reduce the risk of duplicates being created?

    2 votes
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  15. Match & Update - Don't Add

    Salesforce formulas need a setting like RENXT on child objects to allow for control over what happens when a match is or is not found so users can choose not to add new if matches are not found and leave destination as-is if matches are found.

    Example1: Salesforce users importing Benevity files link opportunities between employee and employer via a lookup field with the transaction ID. If the employee or employer doesn't give ($0 gift), we're not creating an opportunity. Destination exceptions present because transaction ID is always present and there's no way to make one blank if it's a…

    2 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  16. Import from One system of Record into the Same System of Record

    We would like to create a formula that will take a Salesforce (SF) report and update the data in SF automatically. The formula set up page does not have the option "Salesforce Production to Salesforce Production". The only options are "Salesforce Production to Flat file" and "Salesforce production to Salesforce Sandbox"

    Reference case 00094322

    2 votes
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  17. pull pledge payments on pledges with multiple payments

    make payments the center of the decision of data to post instead of opportunities

    2 votes
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    under review  ·  1 comment  ·  Post to GL  ·  Admin →
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  18. Add reason code to BBCRM Constituent Email

    BBCRM Constituent Email Address section has an option to set the "Do Not Email" flag. However, our Bio records team would like us to include a reason code inorder to identify who (in this case from where) set the flag.

    Would it possible to add reason code as an option?

    We are currently integrating with Emma.

    2 votes
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  19. Add unmapped fields to grid options

    We would like to show an ID field in the grid options that isn't in both systems.

    1 vote
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  20. Extend date range to allow for pulling data older than 30 days when MailChimp is the data source

    Users need to be able to go beyond the thirty-day date-range limit to process older data from MailChimp when it is the data source for the Omatic Cloud formula.

    1 vote
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